Frank Maurno (CRD# 2653683) is an Investment Advisor Representative working at One + One Wealth Management, LLC in Jupiter, FL and has over 28 years of experience in the finance industry. Frank Maurno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2650834
Convergence Investment Partners, LLC
CRD# 4359773
Cresset Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| One + One Wealth Management, LLC | Jupiter, FL | Oct 2020 - Current | 3 |
| Raymond James & Associates, Inc. | Palm Beach Garden, FL | Feb 2006 - Nov 2020 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- FL
-
Total Assets Under Management246MILLIONS
-
Total Number of Accounts667ACCOUNTS
-
Average Account Value$368,816
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, GA, NE, NJ, NY, TX, VA
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